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First Tr Exchange-traded shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (MISL) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 402k 42.79

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Amazon (AMZN)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrackers S&p (SNPE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for WCG Wealth Advisors

Top funds holding First Tr Exchange-traded

First Trust Advisors
Nilsine Partners
LPL Financial
WCG Wealth Advisors
Mml Investors Services
Key Client Fiduciary Advisors
Advisor Group Holdings
D.A. Davidson & Co.
Raymond James Financial
Mutual Advisors
Prosperity Financial Group
Janney Montgomery Scott
Pensionmark Financial Group
Benjamin Edwards
Cambridge Investment Research Advisors

View all funds holding First Tr Exchange-traded